How Much Risk Do You Need To Take To Hit Your Goals?

Markets are near all-time-highs and have had a great run over the last 2 years!  Now is the time to update your financial planning and fine tune how much risk you need to take to hit your goals.  If you are worried about the future, it is always uncertain, we can help you with your overall allocation & retirement plan. We model for recessions and pullbacks.  It is part of the overall plan.  We are built for the Millionaire Next Door.

Let us know how we can help. If you want to review your current allocation with Todd, set up a 45 minute meeting at the link below. We are here to help!

If you are paying 1% or more just for asset management, we believe you are overpaying. If you want to work on your personal financial plan or want a 2nd opinion about your strategy & red flags, please schedule a meeting. Click this calendar link to schedule a meeting with Todd — We give free 2nd opinions about your portfolio and strategy

Additional blogs:

• Is it normal for stocks to go down -5% to -10% in a short period of time?  8/7/24
• Are Things Getting Better or Worse? 3/27/24
• Market Recap & Path Forward 2024 -1/16/24
• Markets Normally Go Up & Bear Markets Are Transitory – 7/16/23
• Stocks are up 11% per year for the last 7 years!  6/30/22
• The Answer to Volatility is Financial Planning 5/6/2022
• Tough Choices — What do we own & why? 2/17/2022
• Are Things Getting Better or Worse? 10/15/2021
• Back to Normal but Now What? 5/7/21

Thanks for reading/ watching.  This website is for educational purposes only and is not investment advice. Please Remember: Past performance may not be indicative of future results.  Moreover, no current or prospective investor should assume that future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in any general informational materials or educational sessions, will be profitable or equal any corresponding indicated historical performance level(s).  Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an investor’s retirement portfolio.  Moreover, you should not assume that any discussion or information contained in this website serves as the receipt of, or as a substitute for, personalized investment advice from Integrity Investment Advisors, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. All investments have a risk of loss. Integrity IA is not a CPA or estate attorney.